Signals

← Signals

☆BALT

322 in-universe funds with a nonzero position in BALT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#400
Score / z0.545 / 0.47
Consensus90.86 over 194 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+0% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 85.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 82.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 79.2 6.0% 3 +0.0 pp -1.0 pp +6.0 pp +6.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 65.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 53.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 47.0 16.8% 3 +7.4 pp +7.6 pp +16.8 pp +16.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 46.8 0.6% 4 +0.0 pp +0.3 pp +0.4 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 38.7 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 33.6 10.2% 4 -0.1 pp -0.0 pp +9.7 pp +10.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 31.4 9.2% 4 +0.3 pp +0.5 pp -0.0 pp +9.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 30.6 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 28.8 7.7% 4 +0.4 pp +0.8 pp +0.6 pp +7.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 27.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 26.4 14.0% 4 +7.2 pp +7.4 pp +7.1 pp +14.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 26.4 12.4% 6 -0.1 pp +0.1 pp -0.5 pp -0.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 25.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 23.8 13.0% 4 +0.1 pp -1.9 pp -0.9 pp +13.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 20.5 1.6% 4 -0.1 pp -0.0 pp -0.2 pp +1.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 19.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 18.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 17.0 0.8% 4 +0.2 pp +0.3 pp +0.5 pp +0.8 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 16.4 7.2% 4 +0.0 pp -0.4 pp -0.5 pp +7.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 16.2 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 15.7 1.0% 4 -0.0 pp +0.0 pp -0.2 pp +1.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 15.2 2.0% 4 +0.1 pp +0.2 pp +0.4 pp +2.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 15.0 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.4 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 14.2 0.5% 4 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 13.7 1.9% 4 +0.2 pp +0.4 pp +0.5 pp +1.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.1 0.7% 4 +0.0 pp +0.3 pp +0.3 pp +0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.8 0.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.7 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.6 2.9% 4 -0.3 pp -0.3 pp -0.5 pp +2.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 10.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 10.3 2.2% 3 +0.5 pp +1.1 pp +2.2 pp +2.2 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 9.5 1.5% 4 +0.0 pp -0.0 pp -0.2 pp +1.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 9.5 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 9.2 5.6% 4 +0.3 pp +0.5 pp +0.6 pp +5.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.4 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.2 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 8.1 3.7% 4 -0.1 pp -0.1 pp +0.2 pp +3.7 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 8.0 0.5% 3 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.5 0.4% 4 +0.1 pp -1.2 pp -2.0 pp +0.4 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 7.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 6.2 2.7% 4 -0.1 pp -0.0 pp -0.2 pp +2.7 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 6.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.7 0.2% 6 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 5.7 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 5.7 2.9% 5 -0.2 pp -0.1 pp +0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 5.0 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 4.9 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.8 0.4% 4 +0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 4.8 2.5% 4 -0.6 pp -0.6 pp +0.1 pp +2.5 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 4.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 4.7 2.8% 4 -0.0 pp -0.0 pp +0.6 pp +2.8 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 4.6 3.5% 2 -0.2 pp +3.5 pp +3.5 pp -0.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 4.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 4.2 1.5% 4 +0.4 pp +0.8 pp +0.8 pp +1.5 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 4.0 2.2% 4 -0.3 pp -1.4 pp -1.5 pp +2.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 3.6 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.6 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 3.6 1.7% 4 +0.1 pp +0.9 pp +0.8 pp +1.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 3.0 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 3.0 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 2.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 2.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.8 1.0% 4 +0.1 pp +0.3 pp +0.5 pp +1.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 2.3 1.7% 4 +0.1 pp -0.1 pp -0.1 pp +1.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 2.1 1.4% 4 +0.2 pp +0.1 pp -0.0 pp +1.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.9 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.8 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 1.7 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.7 0.7% 4 -0.0 pp -0.1 pp -0.3 pp +0.7 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.6 1.0% 4 -0.0 pp +0.4 pp +0.3 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.5 1.0% 3 +0.4 pp +0.6 pp +1.0 pp +1.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 1.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.0 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.8 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
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☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.8 0.2% 4 +0.0 pp +0.0 pp -1.3 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Sequent Planning LLC CIK 0002009724 0.204 269 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.7 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.6 0.5% 4 -0.5 pp -0.1 pp +0.0 pp +0.5 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.3 0.1% 4 -0.1 pp -0.1 pp -0.4 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.2 0.1% 4 -0.0 pp -2.7 pp -3.2 pp +0.1 pp
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☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
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☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 -0.5 pp -0.5 pp -0.3 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.4 pp -0.3 pp -0.2 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp +0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -2.0 pp -1.8 pp -1.9 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 -1.3 pp -1.3 pp -1.5 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.2 pp -0.4 pp -0.3 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BALT). Qtrs Held counts distinct quarters this fund has actually held BALT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BALT position size. Δ columns are the percentage-point change in BALT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status